monday.com templates
for your business
Overwhelmed by project chaos?
Unaware of who on your team is doing what?
We’ve (sadly) been there…and have built a system within monday.com that will solve all of these issues!
OrganizerPro, a suite of monday.com templates built and curated to reduce the stress of running your business, so that you can focus on the tasks you love doing most.
What's Included
OrganizerPro is a collection of curated monday.com templates designed for easy implementation and ultimate operational efficiency.
Boards
- Lead Management (CRM)
- Client Management
- Contracts Management
- Revenue & Expense
- Task Management
- Marketing Tasks
- Employee Directory
- And more....
Reporting
- Business development metrics
- Contracts statuses and reports
- Revenue
- Task or project status
- Unpaid Invoices
Functionalities
- All automations
- All workflow integrations
OrganizerPro
monday.com templates to run your business
- Task Board Setup – 3 options
- Simple task board
- High level/low level task board
- High level/multiple low level boards
- Recurring Tasks Template
- CRM + Dashboard
- Contracts
- Billings & Invoicing
- Clients Overview
- Financial Overview
- External Expenses Board
- P&L Statement Board
- Employee Directory
- Employee Onboarding Checklist Template
- Vacation Tracking Board
- Website KPI Board + Dashboard
- Sales KPI Board + Dashboard
- Social Media KPI Board + Dashboard
- Social Media & Content Planning Board + Dashboard
- Social Media & Content Planning Calendar View
- Standard Operating Procedures Board
- NDA Tracking Board
- Important Links Board
- Tools Tracking Board
- Bugs Management Board
- Access to Learning Center
- 90 minutes kickoff session
- 4 months of email assistance
- 3 hours of one-on-one consultation or implementation
Each template can be used individually or they can be joined together and customized in endless ways to organize your business operations, improve cross-department efficiency, and free up more time in your day.
Say goodbye to repetitive, time-consuming tasks, costly inefficiencies, and management headaches. OrganizerPro has the solutions you need to keep your business operations running smoothly.
While each individual template in OrganizerPro creates its own efficiencies, the beauty of the solution lies in the combination of templates which together take your business operations to new levels of organizational efficiency.
Whether you lead a team or function solo, OrganizerPro allows for convenient task management across various disciplines, including HR, Administration, Sales, Marketing, Project Management, Client Management, and Finance. With instant template loading times, you can immediately begin to customize your boards or input your data to jump right in.
Rounding out the benefits, OrganizerPro offers a convenient, user-friendly dashboard and reporting functionalities for all activities, providing a birds-eye overview of your business operations.
Testimonials
The intuitive layout of OrganizerPro's templates provided a clear roadmap, making what seemed like a complex task both simple and efficient. It's like having a silent mentor, guiding you through the process with expert ease.
What impressed me most was how these templates, even when not used verbatim, could inspire a level of organization that felt both personalized and highly effective. The user-centric design and adaptability of OrganizerPro are truly commendable.
In summary, OrganizerPro is more than just a set of templates; it's a catalyst for productivity with a user-friendly design. For anyone seeking to boost their productivity in setting up monday.com, OrganizerPro is a must have resource."
Frequently Asked Questions
Once you have purchased a solution, we will install it on your monday.com account for you.
Once purchased, the solution belongs to your monday.com account forever.
If you are looking for an easy way to manage you business, this is the solution for you! You can easily use our templates and customize them as needed to keep your business running smoothly.
Yes, once the solution has been added to your account, you have the freedom to customize it as you wish. It’s a fully functional solution from the start, but we understand that some users would like to make it their own. To help you customize the solution, we offer training and consulting services. If you don’t want to do the customization yourself, simply contact our team at [email protected] to learn how we can help.
For the solution there is a one-time fee, which needs to be paid in advance of receiving a link to the solution. You will also have to pay for your monday.com account on a monthly or yearly basis. If you use third-party applications such as Docugen, you may incur additional fees for the use of these applications.
To use this solution, you need to have a monday.com account. If you do not have one already, you can sign up here.
Email support provides you with direct access to our experienced support team, who are ready to assist with any inquires, troubleshoot issues, or guide you through specific functionalities of the solution, ensuring a smooth and efficient user experience.
